Diversity and Investment Performance - A Summary of the Research: 2022

Published by: Investment Advisor Association

This research brief summarizes and tabulates the studies that examine the connection between diversity and investment performance.

These studies look at investments made by:

• Women or firms owned by women

• Minorities or firms owned by minorities

• Diverse teams that include women or minorities

They seek to answer the following questions:

• Do these investments outperform or underperform?

• Are these investments more or less risky?

• Do these investments rely on a different investment approach?

• Does diversity on teams affect investment returns, risk, or portfolio construction?

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